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WisdomTree US LargeCap Dividend Fund
211 hedge funds and large institutions have $1.23B invested in WisdomTree US LargeCap Dividend Fund in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
6% more funds holding
Funds holding: 200 → 211 (+11)
5% more capital invested
Capital invested by funds: $1.17B → $1.23B (+$54.7M)
0.2% more ownership
Funds ownership: 111.82% → 112.02% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 58
Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
4.63%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
58
Reduced
58
Closed
8
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$56K
Top Buyers
| 1 |
EWM
Evercore Wealth Management
New York
|
+$13.5M |
| 2 |
Bank of New York Mellon
New York
|
+$6.94M |
| 3 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$4.39M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$4.26M |
| 5 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$3.59M |
